Whitney Rose Bates
Analyst-Equity bij Cornerstone Advisors Asset Management LLC
Profiel
Ms. Whitney R.
Bates is an Senior Investment Analyst at Cornerstone Advisors Asset Management LLC.
She serves as a non-voting member of the firm’s Investment Policy Committee.
Her responsibilities include oversight of daily data aggregation and reporting, portfolio analysis and manager due diligence.
She joined the firm in 2014.
She received her degree from the Pennsylvania State University.
She earned a B.S.
in Mathematics with Minors in Statistics & Chemistry from the Pennsylvania State University.
Actieve functies van Whitney Rose Bates
| Bedrijven | Functie | Begin |
|---|---|---|
Cornerstone Advisors Asset Management LLC
 Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Analyst-Equity | 01-01-2014 |
Opleiding van Whitney Rose Bates
| The Pennsylvania State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Cornerstone Advisors Asset Management LLC
Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Finance |
